Skip to main content

​
A Branded Experience for Your Clients

For TPAs, valuation firms, and financial advisors, presenting a cohesive, branded experience to your clients is crucial. The Repurchase Engine is designed to be white-label ready, allowing you to offer our powerful forecasting tools under your own brand.
Note: White-labeling is a professional service offered to our enterprise clients. Our team will work with you to create a branded solution that meets your needs.

​
Key White-Labeling Capabilities

  • Custom Branding: We will customize the platform’s UI with your logo, color scheme, and typography to ensure a seamless brand experience.
  • Custom Domain: Host the platform on a custom domain (e.g., esop.yourfirm.com) to provide a fully integrated feel for your clients.
  • Branded Reports: All PDF and Excel reports generated from the platform will be branded with your logo and company information.
  • Branded Communications: Any email notifications or other communications sent from the platform can be customized to match your brand.

​
Multi-Tenant Client Management

Our platform’s multi-tenant architecture is designed for firms that manage multiple ESOP clients.

​
Administrator & Analyst Workflow

  • Centralized Client Dashboard: A secure portal for your team to view and manage all of your clients.
  • Client Data Isolation: Each client’s data is stored in a logically separate container, ensuring strict data privacy and security. The data/clients structure in our engine is designed for this purpose.
  • Role-Based Access Control (RBAC): We can configure different roles and permissions for your team members (e.g., Administrator, Analyst, Read-Only) to control access to client data and system settings.
  • Run Simulations on Behalf of Clients: Your analysts can easily switch between client contexts to run simulations, create scenarios, and generate reports.
  • Client-Specific Configurations: The system supports client-specific importers and configurations, as seen with client_specific.basden_loader in the engine’s codebase.

​
The End-Client Experience

You can provide your clients with a secure, branded portal to view their ESOP data and simulation results.
  • Simplified, Read-Only Access: By default, clients are given read-only access to their reports and dashboards.
  • Self-Service Scenario Modeling (Optional): For sophisticated clients, you can enable self-service capabilities, allowing them to create and compare their own “what-if” scenarios.
  • Secure Data Access: Clients log in to a secure portal to view only their own data.

​
API-Driven Customization

For deeper integration, our REST API can be used to build a completely custom front-end experience or integrate our engine’s capabilities into your existing client portal.
  • Programmatic Simulation Runs: Trigger simulation runs from your own application.
  • Retrieve Results: Pull simulation results into your own dashboards and reporting tools.
  • Manage Scenarios: Create, update, and delete scenarios via the API.
Contact our sales team to learn more about how we can create a white-labeled solution for your firm.